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2,438 hedge funds and large institutions have $130B invested in Pfizer in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 990 increasing their positions, 1,120 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding in top 10

Funds holding in top 10: 107140 (+33)

0.36% less ownership

Funds ownership: 76.09%75.73% (-0.36%)

3% less funds holding

Funds holding: 2,5252,438 (-87)

12% less repeat investments, than reductions

Existing positions increased: 990 | Existing positions reduced: 1,120

17% less capital invested

Capital invested by funds: $157B → $130B (-$26.7B)

30% less first-time investments, than exits

New positions opened: 126 | Existing positions closed: 181

33% less call options, than puts

Call options by funds: $876M | Put options by funds: $1.31B

Holders
2,438
Holders Change
-87
Holders Change %
-3.45%
% of All Funds
53.71%
Holding in Top 10
140
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+30.84%
% of All Funds
3.08%
New
126
Increased
990
Reduced
1,120
Closed
181
Calls
$876M
Puts
$1.31B
Net Calls
-$436M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
2451
Uniplan Investment Counsel
Wisconsin
-$8.36M -224,906 Closed
ADEF
2452
Adams Diversified Equity Fund
Maryland
-$8.3M -223,385 Closed
GG
2453
Greenwood Gearhart
Arkansas
-$8.2M -220,644 Closed
Capstone Investment Advisors
2454
Capstone Investment Advisors
New York
-$7.32M -214,678 Closed
QC
2455
Quadrature Capital
United Kingdom
-$7.21M -194,055 Closed
RIA
2456
Regal Investment Advisors
Michigan
-$6.49M -174,594 Closed
Tudor Investment Corp
2457
Tudor Investment Corp
Connecticut
-$6.18M -166,195 Closed
Westfield Capital Management
2458
Westfield Capital Management
Massachusetts
-$5.48M -147,444 Closed
PL
2459
PWMCO LLC
Illinois
-$5.07M -136,467 Closed
CIC
2460
Cornercap Investment Counsel
Georgia
-$4.26M -114,584 Closed
JWCA
2461
J.W. Cole Advisors
Florida
-$3.71M -99,739 Closed
CF
2462
CNA Financial
Illinois
-$3.45M -92,768 Closed
Assenagon Asset Management
2463
Assenagon Asset Management
Luxembourg
-$3.23M -86,908 Closed
PAS
2464
Park Avenue Securities
New York
-$3.12M -83,967 Closed
CIA
2465
Covington Investment Advisors
Pennsylvania
-$3.09M -83,030 Closed
OCM
2466
Orleans Capital Management
Louisiana
-$2.93M -78,809 Closed
PL
2467
Perpetual Ltd
Australia
-$2.56M -68,956 Closed
MC
2468
Machina Capital
France
-$2.34M -63,027 Closed
MWP
2469
MYCIO Wealth Partners
Pennsylvania
-$2.19M -58,898 Closed
Verition Fund Management
2470
Verition Fund Management
Connecticut
-$2.13M -57,250 Closed
GCA
2471
Gideon Capital Advisors
New York
-$2M -53,752 Closed
ETC
2472
Exchange Traded Concepts
Oklahoma
-$1.89M -50,868 Closed
BBWA
2473
Bell & Brown Wealth Advisors
California
-$1.95M -50,689 Closed
AC
2474
Asio Capital
Kentucky
-$1.87K -50,421 Closed
MCAI
2475
Members Capital Advisors Inc
Wisconsin
-$1.67M -44,832 Closed

PFE Hedge Fund Activity: Q1 2020 in Review

2,438 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q1 2020, worth a combined $130B — down 17% from $157B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of PFE and 126 opened new positions — a net loss of 55 holders — while 1,120 trimmed existing stakes and 990 added.

The largest buyer was Capital World Investors, adding an estimated $1.3B. The largest seller was Fisher Asset Management, cutting an estimated $1.43B.

  • 2,438 institutional investors held Pfizer (PFE) as of Q1 2020, down from 2,525 in Q4 2019.
  • Funds reported $130B of Pfizer stock for Q1 2020, down 17% quarter-over-quarter.
  • 126 funds opened new Pfizer positions in Q1 2020 and 181 closed out, a net change of -55 holders.
  • The largest Pfizer buyer in Q1 2020 was Capital World Investors, an estimated $1.3B added.
  • The largest Pfizer seller in Q1 2020 was Fisher Asset Management, an estimated $1.43B sold.

Based on aggregated 13F filings for Q1 2020.